Job description
Overview:
KNOWLEDGE, SKILLS & ABILITIES:
Under general direction of the Media Manager, this role is responsible for assisting in the development and implementation of marketing programs to support the Credit Union’s strategic plan. Specifically, this role would lead strategy and execution around retail support for each of our 55 branches, including merchandising, branch-related campaigns and ad hoc requests. This role would be entrenched in branch culture and responsibilities so they can be a consistent advocate for branch needs and member delight.
Responsibilities:
ESSENTIAL FUNCTIONS:
- This role will stay closely connected to branches so they know firsthand the compliance and regulatory practices, how we work with members, how we discuss our products and services to prospects, and how we help prospects join OnPoint.
- Nurture branch employee relationships with regular visits and calls, and translate how marketing materials/campaigns will support branch staff in their retail goals (written, video, in-person).
- Lead development of branch-specific marketing campaigns, including brand awareness development in certain regions, individual branch boosts, large acquisition campaigns, etc.
- Oversee new branch opening or anniversary celebrations, including event planning and promotion, giveaways, and developing branch-specific product promotions.
- Manage ongoing collateral and product display updates to ensure a consistent brand and member experience. This includes seasonal and community merchandising, in-branch digital screen content, ATM screens, product/service collateral and giveaway support.
- Assist branches with their marketing needs, including managing the marketing helpdesk, ordering supplies, producing and distributing printed collateral, critical problem solving and other duties as needed. This role is often the first point of contact on the team for branches and departments.
- Work with vendors to produce giveaways, printed materials, permanent branch fixtures and other items as needed.
- Assist with writing and editing advertising and marketing materials as needed (e.g. promotional literature, flyers, signs, merchandising, brochures, etc.).
- Integrate closely with other areas of marketing (e.g. events, content development, digital marketing, community relations, social media, public relations, etc.).
- Incorporate credit union policies and procedures to ensure all marketing-related activities conform to applicable regulatory and credit union mandated standards.
- Perform other duties as assigned.
KNOWLEDGE, SKILLS & ABILITIES:
Service-oriented mindset and a willingness to problem-solve.- Ability to organize and budget overlapping projects and initiatives.
- Thrives in managing multiple projects with tight deadlines and high expectations.
- Strong attention to detail and proactive nature is essential.
- Financial services experience, in particular on the front line.
- Strong written and verbal communication skills, with an ability to communicate with people at all levels inside and out of the organization.
- Proficiency in Adobe Suite and Microsoft Office.
- Bachelor’s Degree preferred with 3-4 years of previous experience in financial services or marketing department.
- Experience in a bank or credit union, in a member-facing role, with financial services and business development knowledge is highly desired.
- Experience in marketing, events or design work is preferred.
- Ability and willingness to work some weekends and travel within Oregon and SW Washington.
- Light physical exertion with ability to lift up to 40 pounds.
- Valid driver’s license.
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